This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.
This examination assesses a knowledge and understanding of investment products and the risks involved.
This qualification develops advanced technical knowledge and understanding across a broad range of key advisory areas.
Academy Associates Wealth Management Limited provide friendly and professional advice in the areas of Pensions, Drawdown, Annuities, Investment, and Life and Health Insurance and have been established over 20 years. We are happy to visit you at your office or in the comfort of your own home, and our first consultation for new clients is free of charge.
Specialising in helping clients as they enter retirement we are perfectly placed to guide people through the new myriad of options and choices that are now available in terms of securing their retirement income. We also have over 20 years experience providing professional, friendly and bespoke advice in the areas of Investments and Pensions, and we haven’t yet found two clients with the same circumstances. Therefore, unlike many advisers, we avoid the use of "off the shelf" solutions, preferring our recommendations to be a perfect fit for your requirements whilst utilising the most current technology to deliver excellent service.
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